First Republic Bank

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Contract Analyst

Contract Analyst

ID 
2017-5446
Job Locations 
US-CA-San Francisco
Category 
Deposit Services

More information about this job

Overview

First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

 

The Contract Analyst has primary responsibility for overseeing the negotiation, execution, and processing of specialized deposit agreements.

 

These are three-party contracts with unique requirements.

 

The specialist will act as the point of contact for the client, FRB teams, and especially the client’s third-party lender regarding the terms of the agreement. The support specialist will perform wire and transfer transactions for DACA clients. Provide DACA-related email and phone support to bankers and business clients. Arrange for duplicate statements and facilitate account analysis for DACA clients.

 

Responsibilities

  • Review terms, propose revisions and coordinate execution of agreements
  • Communicate legal issues to internal departments and obtain approval for non- standard terms
  • Work closely with bankers to negotiate revisions with lenders and customers
  • Manage queue of pending agreements, monitor changes in agreement status as well as maintaining executed agreements
  • Work closely with other departments to ensure compliance with bank policies
  • Monitor agreements and follow up on missing documents
  • Ensure payments are properly calculated and wires sent out on timely basis.
  • Accurate and timely completion of daily wires and transfers.
  • Maintain database and prepare reports for management
    Charge appropriate fees
  • Monitor DACA email box to ensure all emails are responded to within published SLA.
  • Transfer emails from DACA email box to appropriate folders and to the DACA database
  • Complete and maintain Client files (hard copy and electronic).
  • Complete required checklists for DACA opening and closing.
  • Perform duties & responsibilities specific to department functions & activities.
  • Performs other duties & responsibilities as required or assigned by supervisor.
  • Responsibilities include the following: Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)
  • Adhering to Bank policies and procedures completing required training, identifying and reporting suspicious activity to the AML Officer, knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.

Qualifications

  • Undergraduate degree or experience in banking, real estate lending or corporate legal documentation, or equivalent combination of education and experience
  • Experience with MS Office including Word and Excel
  • Strong analytical, communication, and organizational skills
  • Strong attention to detail
  • Excellent organizational skills, communication skills and follow up skills
  • Ability to successfully interact at all levels of the organization & develop highly collaborative working relationships (executive, professional, administrative)
  • Self-driven, superior organizational skills, integrity and great follow through on tasks
  • Innovative, extremely creative and constantly looking for ways to improve upon things
  • Ability to thrive in an ambiguous and fluid environment with a strong drive to succeed

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